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Case study of Salon software provider company

Case Study - ZOHO CRM, Subscription & ZOHO Books Integration for a Salon Software Provider Company​


About the Case Study

The company provides complete salon management and online booking solutions throughout the UK. Working with a myriad of clients made them realize that they needed to integrate Zoho CRM with their existing licensing model, along with Zoho Books and Zoho Subscriptions, to update their subscription model pricing and ensure complete automation and eliminate all challenges they were facing.


Before integrating Zoho CRM, Zoho Books and Zoho Subscriptions, they had a single-time payment model. But as they started growing, they required a more comprehensive solution. These integrations automate the recurring billing process and improve their outreach and revenue.

The Business

As a salon software company with over three decades of experience, the company provides hair & beauty salons, barbers, clinics, spas, and colleges with complete salon management and online booking solutions. To offer the best in-salon experience to the customers, they have designed their software with various features, making your salon visit the highlight of your day! And as a result, they remain one of the top partner choices.

The Challenges

The client’s challenges can be categorized into three parts:

1.Variety of Subscription Models

As described, they previously had a single subscription model software. But when dealing with several clients, they wanted to have flexible pricing schemes so that budget would be acceptable for their different clients.
Aside from this, they also wanted to manage the deposits collected when an individual or a firm upgrades and downgrades his subscription plan over time.

2.Subscription Billing

Without Zoho Subscriptions, they could not easily manage the recurring and subscription billing processes, i.e. overdue payments from customers and address payment failures, as it was proving highly inefficient and time-consuming for the team.

3.Manually Updation

With no automation exit in their palm, they had to manage all the billing processes manually. No single-click software made the employee’s work more accessible and more straightforward.
Additionally, they also needed help getting notifications regarding payment updates!

Implementation & Results

To resolve the challenges faced by the company, we implemented Zoho CRM, Zoho Subscriptions, and Zoho Books for them to automate and optimize various business processes, which are listed below:

  1. By integrating Zoho Subscriptions, they could now enjoy a variety of subscription models (weekly/monthly or yearly). And as we know, with multiple subscriptions, many invoices also come in, but with Zoho Subscriptions, they can now group them all into one and easily access them. Additionally, the software took care of system downgrades, upgrades, and refunds, so that they could focus on more critical tasks.
  2. Zoho Books, an online accounting software, was also integrated with Zoho Subscriptions to capture all customer subscription transactions, such as renewals, new subscriptions, credits, and refunds. With all the data available in one place, they could save a significant amount of time and effort they had been manually managing.
  3. With Zoho CRM, we automated the different repetitive and tedious tasks they had to carry around almost daily. This eliminated many inefficiencies adversely affecting the company and hurting its profitability.

There is no denying that Zoho works best for SMEs due to its easy-to-use interface and cost-effectiveness compared to other CRMs. The CRM integration helped our client uncover new business possibilities. Given the client’s requirements, significant changes were made, and desired results were seen.


Automate your Business with Zoho CRM

With such fierce competition, you need a business edge and a tech edge simultaneously, as Customer retention is a high-priority challenge for many small to medium-sized businesses. Zoho CRM is an excellent choice for subscription businesses that actively nurture leads and engage with clients via email, live chat, and social media. It helps them with automated reminders and uses assignment rules to ensure that clients receive proper help. With low pricing and customization options available, Zoho CRM rules over other CRM.

About CRM Masters

CRM Masters provides cutting-edge professional services and always works hard to resolve issues as quickly as possible. In nutshell, we intend that our customers are loved by their customers.
Our experts study the business needs of your organization to identify the most suitable CRM product for your business which can be implemented with minimum customization. In case, you have been losing sales and revenues due to a non-responsive CRM system that fails to add value after the employees leave the premises, we will get that taken care of by customizing the CRM. Also, CRM Masters as a Zoho Premium Partner helps you build your CRM from scratch.


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